I have received 8 SalesForce.com certifications and have been using SalesForce for nearly 9 years and have learned a lot about the system. I have used it to migrate companies from past on premise systems to the cloud. I have also handled all data migrations and even moved one organization from Unlimited Edition to Enterprise Edition through setting up a new system and migrating all data. I believe in the vision in SalesForce and want to help others leverage its power.

Friday, December 11, 2015

Quick Implementation Tips: Standard Settings

Having helped implement a number of SalesForce systems for customers, I have learned some best practices/tips that can make an implementation go much easier. This is the second post about this topic. You can read the first one here about profiles.

In this post I will start the tips I have learned around standard system settings to ensure that are setup. All of these are in SETUP

Setup>Build>Customize>User Interface. Commonly the "Enable Collapsible Sidebar" is not enabled automatically. I usually enable this so that you can ensure users can maximize their screen space.

Setup>Build>Customize>User Interface. Commonly the "Enhanced Profile User Interface" is not enabled automatically. I usually enable this so that the user's have the best experience when editing their profiles

Setup>Administer>Security Controls>Password Policies. Commonly the User Passwords expiring every 90 days is too often for some organizations. I usually change this to 180 days. I also usually change the Lockout Effective Period to Forever so that administrators have to unlock a user after 5 wrong passwords

Setup>Administer>Security Controls>Login Access Policies. Commonly the "Administrators Can Log In as Any User" feature is not enabled. I always enable this so that once the client goes live, I can easily log in as a user if they are having issues and troubleshoot them with ease.

Setup>Administer>Company Profile>Company Information. For most clients, they would benefit from using multiple currencies but don't know this feature exists. And enabling after they are live has it's own challenges. So usually I will check the box to "Allow Support to Activate Multiple Currencies" and I will also log a case to get this feature turned on

Setup>Administer>Communication Templates>Letterheads. Commonly there is no letterhead ever created; however, users have the ability to create email templates that use the letterhead (but unfortunately don't have the ability to edit said letterhead). So I always create a basic letterhead so if a user does go in to create an email template using the letterhead it at least looks presentable.

Setup>Administer>Domain Management>My Domain. Most clients, over time, will require their own domain within SalesForce to enable some features (e.g. sampleclient.my.salesforce.com). So, rather than waiting for that time to come I get this setup at the start so that users don't need to update bookmarks, etc. in the future.

Those are the common settings I always change. In the next post I will discuss some of the report and view changes I usually make.

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